EngageBay CRM

About EngageBay CRM

EngageBay is an all-in-one marketing software which combines lead generation, email marketing, marketing automation, CRM, and social media engagement. Designed to help businesses to acquire, engage, nurture, and close leads, EngageBay allows users to create email campaigns and automate marketing processes and sales funnels. The cloud-based platform can be used to aid with growing leads, creating and automating the distribution of email marketing content, and managing customer relationships using the in-built CRM.

The unified marketing suite within EngageBay provides businesses with the tools to design, manage, and run customized marketing campaigns. Email campaigns can be built using the range of pre-designed email templates, or made from scratch using the drag & drop interface. Custom images, text, layout, share buttons, and more, can be added to email marketing templates in order to create a branded message to engage new or existing customers. EngageBay facilitates customer segmentation, defined by conditional metrics such as age, location, type of customer, purchase history, and more, in order to target specific subsets of users. Marketing campaigns can be automated by defining workflows and funnels, as well as setting up triggers based on customer actions. Custom web forms can be created and added to business websites to capture leads, and landing pages can be built to optimize clicks and conversions.

EngageBay offers an in-built CRM to help users organize their business contacts, manage relationships, and track pipelines. With both marketing and sales teams working within EngageBay, leads and contacts can be guided seamlessly through the sales pipeline using just one synchronous platform. Contacts can be managed with tools for creating contact lists, searching within the contact database, storing interaction history, activity logging, and more. With EngageBay, users are able to gain visibility into the sales pipeline and track the status of every deal in real time.

Pricing starting from:

USD 14.99/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of EngageBay CRM

  • Automate all marketing processes and sales funnels in minutes through a complete suite of marketing tools available through a simple integrated software.

  • Convert web visitors into leads by creating custom web forms and landing pages. Capture contact information with forms that pop-up as a web visitor opens or leaves the page, and offer subscription opt-ins with requests for email addresses.

  • Get complete view of every customer within EngageBay by tracking every communication. Access all emails exchanged, calls made and track all web visitor activity to gain meaningful insights.

  • Create marketing campaigns using one of the pre-built EngageBay templates, which can be customized to fit with company branding, or create email campaigns from scratch using the drag & drop, WYSIWYG editor.

  • Use the reporting module to generate reports and analytics on sales figures, and customize reports to analyze data in a meaningful way. Reports can also be generated on engagement in order to identify which marketing content is performing well.
  • Typical Customers

    • Freelancers
    • Small Businesses (2-50)
    • Mid-size Companies (51-500)
    • Large enterprises (500 and more)

    Deployment

    • Cloud-based
    • On-premises

    Markets

    Afghanistan, Albania, Algeria, American Samoa, Andorra and 224 others

    Supported Languages

    English

    Pricing starting from:

    USD 14.99/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    EngageBay CRM Software - View all contact details within the customer database and view activity logs, contact history, tasks, and more
    EngageBay CRM Software - Create a custom landing page for marketing campaigns in order to optimize conversions
    EngageBay CRM Software - Create a fully custom landing page or adapt one of the pre-existing templates
    EngageBay CRM Software - Generate leads by embedding forms into the business website
    EngageBay CRM Software - Manage contacts within a client database, and filter to find specific types of customer
    EngageBay CRM Software - Generate email broadcasts to reach larger audiences, and track engagement
    EngageBay CRM Software - Create custom workflows in order to automate marketing content delivery
    EngageBay CRM Software - Manage the design, style, text, and settings of web forms
    View 9 more
    EngageBay CRM video
    EngageBay CRM Software - View all contact details within the customer database and view activity logs, contact history, tasks, and more
    EngageBay CRM Software - Create a custom landing page for marketing campaigns in order to optimize conversions
    EngageBay CRM Software - Create a fully custom landing page or adapt one of the pre-existing templates
    EngageBay CRM Software - Generate leads by embedding forms into the business website
    EngageBay CRM Software - Manage contacts within a client database, and filter to find specific types of customer
    EngageBay CRM Software - Generate email broadcasts to reach larger audiences, and track engagement
    EngageBay CRM Software - Create custom workflows in order to automate marketing content delivery
    EngageBay CRM Software - Manage the design, style, text, and settings of web forms

    Features

    Total features of EngageBay CRM: 228

    • AB Testing
    • API
    • Access Controls/Permissions
    • Account Alerts
    • Account Management
    • Activity Dashboard
    • Activity Tracking
    • Alerts/Escalation
    • Alerts/Notifications
    • Appointment Management
    • Appointment Scheduling
    • Audience Targeting
    • Auto Update
    • Auto-Responders
    • Automated Publishing
    • Automated Routing
    • Automated Scheduling
    • Automatic Call Distribution
    • Automatic Outbound Dialer
    • Availability Management
    • Batch Processing
    • Behavior Tracking
    • CAN SPAM Compliance
    • CRM
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • Call Center Management
    • Call Disposition
    • Call Monitoring
    • Call Recording
    • Call Routing
    • Call Scheduling
    • Call Scripting
    • Call Tracking Metrics
    • Caller ID
    • Campaign Management
    • Campaign Personalization
    • Campaign Planning
    • Campaign Specific Signature
    • Canned Responses
    • Channel Management
    • Churn Management
    • Click Tracking
    • Client Database
    • Client Management
    • Client Tracking
    • Communication Management
    • Computer Telephony Integration
    • Confirmation/Reminders
    • Contact Database
    • Contact Management
    • Content Creation
    • Content Delivery
    • Content Management
    • Conversion Rate Optimisation
    • Conversion Tracking
    • Customer Database
    • Customer Engagement
    • Customer History
    • Customer Management
    • Customer Segmentation
    • Customer Social Profiles
    • Customer Support
    • Customisable Branding
    • Customisable CTAs
    • Customisable Forms
    • Customizable Fields
    • Customizable Templates
    • Customization
    • Dashboard
    • Data Import/Export
    • Data Synchronization
    • Deal Management
    • Document Storage
    • Donor Management
    • Drag & Drop
    • Drip Campaigns
    • Dynamic Content
    • Email Campaign Management
    • Email Management
    • Email Marketing
    • Email Monitoring
    • Email Templates
    • Email Tracking
    • Engagement Tracking
    • Event Triggered Actions
    • Feedback Management
    • File Sharing
    • For AEC Industry
    • For Insurance Industry
    • For Nonprofits
    • For Real Estate
    • For Sales Teams/Organizations
    • For Small Businesses
    • For Startups
    • For iPad Devices
    • Forecasting
    • Form Builder
    • Gamification
    • Geotargeting
    • Goal Management
    • Goal Setting/Tracking
    • Group Scheduling
    • Help Desk Management
    • IT Asset Management
    • Image Library
    • Import Tasks
    • Inbox Management
    • Incident Management
    • Interaction Tracking
    • Internal Chat Integration
    • Keyword Filtering
    • Knowledge Base Management
    • Landing Pages/Web Forms
    • Lead Capture
    • Lead Distribution
    • Lead Engagement
    • Lead Generation
    • Lead Management
    • Lead Notifications
    • Lead Nurturing
    • Lead Qualification
    • Lead Segmentation
    • Lead Verification/Validation
    • Leaderboards
    • List Management
    • Live Chat
    • Location Tracking
    • Macros/Templated Responses
    • Marketing Automation
    • Marketing Calendar
    • Mass Texting
    • Meeting Management
    • Mobile Access
    • Mobile Alerts
    • Mobile Optimized Emails
    • Multi-Account Management
    • Multi-Campaign
    • Multi-Channel Communication
    • Multi-Channel Data Collection
    • Multi-Channel Marketing
    • Multiple Site Management
    • Multivariate Testing
    • Notification Scheduling
    • Offline Form
    • Onboarding
    • Online Booking
    • Online Forms
    • Performance Management
    • Performance Metrics
    • Personalization
    • Pipeline Management
    • Post Scheduling
    • Power Dialer
    • Predictive Analytics
    • Proactive Chat
    • Progress Tracking
    • Progressive Dialer
    • Proposal Generation
    • Proposal Management
    • Prospecting Tools
    • Queue Management
    • Quotes/Estimates
    • ROI Tracking
    • Real Time Editing
    • Real Time Monitoring
    • Real Time Notifications
    • Real Time Updates
    • Real-Time Chat
    • Real-time Consumer-facing Chat
    • Real-time Scheduling
    • Referral Tracking
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Response Management
    • Responsive Web Design
    • Routing
    • SEO Management
    • Sales Activity Management
    • Sales Analytics
    • Sales Forecasting
    • Sales Pipeline Management
    • Sales Trend Analysis
    • Scheduling
    • Search/Filter
    • Segmentation
    • Service Level Agreement (SLA) Management
    • Shared Contacts
    • Signature Creation
    • Signature Management
    • Signature Templates
    • Site Search Tracking
    • Social Marketing
    • Social Media Integration
    • Source Tracking
    • Spam Blocker
    • Subscriber Management
    • Subscription Management
    • Support Ticket Management
    • Support Ticket Tracking
    • Target Account Identification
    • Task Editing/Updating
    • Task Management
    • Task Progress Tracking
    • Task Scheduling
    • Task Tagging
    • Team Management
    • Template Management
    • Territory Management
    • Third Party Integrations
    • Ticket Management
    • Time on Site Tracking
    • To-Do List
    • Transcripts/Chat History
    • Transfers/Routing
    • Usage Tracking/Analytics
    • User Interaction Tracking
    • Visitor Tracking
    • WYSIWYG Editor
    • Web Forms
    • Web Notifications
    • Website Visitor Tracking
    • Whitelisting/Blacklisting
    • Win/Loss Analysis
    • Workflow Configuration
    • Workflow Management

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    Reviews

    Overall rating

    4.7 /5
    (598)
    Value for Money
    4.7/5
    Features
    4.6/5
    Ease of Use
    4.5/5
    Customer Support
    4.8/5

    Already have EngageBay CRM?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 598
    Antonio
    Overall rating
    • Industry: Computer Software
    • Company size: Self Employed
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Perfect for small businesses

    Reviewed on 07/04/2023

    Pretty satisfied. Good solution at this price (free :-) (I use only the help desk module for now).

    Pretty satisfied. Good solution at this price (free :-) (I use only the help desk module for now).

    Pros

    It's very modular. You can use just the required feature without paying for extra modules. This means that it can be adapted to any business. For example, in my business, I only need the help desk feature for now, which is free, by the way! It's nice to know that I can add the marketing module if one day I decide to do some email marketing automation.

    Cons

    I have no complains so far, and I have been using it for 2 years.

    Marco
    Overall rating
    • Industry: Insurance
    • Company size: 2–10 Employees
    • Used Daily for Free Trial
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Good CRM to Manage your Business

    Reviewed on 13/10/2023

    Take control of my clients and sales

    Take control of my clients and sales

    Pros

    The integration with my Insurance Agency was very easy

    Cons

    The presentation of the platform could be better and user friendly

    Alternatives Considered

    Zoho CRM

    Reasons for Switching to EngageBay CRM

    More affordable and easy to implement
    Olivia
    Overall rating
    • Industry: Human Resources
    • Company size: 2–10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    Wonderful customer service

    Reviewed on 06/04/2022

    Pros

    The customer service is very good whenever there is a problem you can write in the chat and you will be helped.

    Cons

    Some features are missing when you work with any software because there is never a 100% fit of your needs otherwise there wouldn't be so many different offers. But engagebay is helping us with CRM wonderfully. The system could look a little more modern but its just a small thing.

    Alternatives Considered

    Vtiger CRM and Salesforce Sales Cloud

    Reasons for Switching to EngageBay CRM

    We were convinced by the demo-appointment
    Lydia
    Overall rating
    • Industry: Information Services
    • Company size: 2–10 Employees
    • Used Weekly for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    Manage Everything Together.

    Reviewed on 23/08/2023

    Overall, EngageBay CRM is an extremely useful tool that helps me stay organized, focused, productivi...

    Overall, EngageBay CRM is an extremely useful tool that helps me stay organized, focused, productivity, and also helps me complete my goals.

    Pros

    I liked the ability to create schedules and plan my tasks everyday and use my completed plan to help me be more productive during the day and efficiently and efficiently get things done.

    Cons

    I didn't like the contacts portion of the software and I think I that's mainly because I don't have any contacts so I didn't get to use this part much

    Alternatives Considered

    Sunsama

    Reasons for Choosing EngageBay CRM

    Asana was took complicated to use and required a lot of time planning each day's work that it was more efficient for me to switch.

    Switched From

    Asana

    Reasons for Switching to EngageBay CRM

    EngageBay CRM ultimately helped complete more tasks and get more work done and also was providing enough detail for me to be able to plan my schedule using much context.
    Souvik
    Overall rating
    • Industry: Automotive
    • Company size: 5,001–10,000 Employees
    • Used Weekly for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    The New way to perform CRM based functions

    Reviewed on 13/10/2023

    my overall experience in terms of customer management and lead conversion has been pretty good with...

    my overall experience in terms of customer management and lead conversion has been pretty good with affordable rates in place

    Pros

    The interface is pretty smooth , inclusive , easy to adapt and multiple funnel creations with custom values in place

    Cons

    I believe there is definitely room for improvement for AI to perform predictive analysis based on the available user data on the data cloud

    Showing 5 reviews of 598 Read all reviews

    EngageBay CRM FAQs

    Below are some frequently asked questions for EngageBay CRM.

    EngageBay CRM offers the following pricing plans:

    • Starting from: USD 14.99/month
    • Pricing model: Free Version, Subscription
    • Free Trial: Available

    Basic: $14.99/user/ month (paid monthly) or $12.29/user/month (paid yearly) or $10.79/user/month (paid biennially) Growth: $49.99/user/month (paid monthly) or $40.99/user/ month (paid yearly) or $35.99/user/month (paid biennially) Pro: $79.99/user/month (paid monthly) or $65.59/user/ month (paid yearly) or $57.59/user/month (paid biennially)

    EngageBay CRM has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500

    EngageBay CRM supports the following languages:

    English

    EngageBay CRM supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    EngageBay CRM integrates with the following applications:

    BulkSMS, CallHippo, DocuSign, Exotel, Google Contacts, Google Drive, Gravity Forms, Gupshup, HubSpot CRM, Intercom, Jotform, JustCall, LinkedIn for Business, Mailchimp, Mailgun, Make, Meta for Business, MightyCall, Pabbly Connect, Plivo, QuickBooks, RT DocuSign, RingCentral Contact Center, Salesforce Platform, SendGrid, SendGrid, Shopify, Stripe, Teachable, Twilio, Xero, Zapier, Zendesk Suite

    EngageBay CRM offers the following support options:

    Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

    Related categories

    See all software categories found for EngageBay CRM.